Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7601 | Global Wealth Management, LLC | $183M | Q1 2026 | 4/16/2026 | 44 |
| 7602 | Motiv8 Investments LLC | $183M | Q4 2025 | 2/13/2026 | 1,068 |
| 7603 | GLR Partners, LLC | $183M | Q1 2026 | 5/13/2026 | 101 |
| 7604 | Guardian Wealth Management, Inc. | $183M | Q1 2026 | 5/8/2026 | 61 |
| 7605 | Finivi Inc. | $183M | Q1 2026 | 4/10/2026 | 103 |
| 7606 | KENNICOTT CAPITAL MANAGEMENT LLC | $183M | Q1 2026 | 4/20/2026 | 46 |
| 7607 | Oxford Wealth Group, LLC | $183M | Q1 2026 | 5/11/2026 | 88 |
| 7608 | Kamunting Street Capital Management, L.P. | $183M | Q1 2026 | 5/15/2026 | 28 |
| 7609 | Meridian Financial Advisors, LLC | $183M | Q1 2026 | 4/21/2026 | 141 |
| 7610 | Babb Wealth Advisors LLC | $183M | Q1 2026 | 5/14/2026 | 19 |
| 7611 | McDonough Capital Management, Inc | $183M | Q1 2026 | 5/13/2026 | 50 |
| 7612 | Northland Capital Management LLC | $183M | Q1 2026 | 4/21/2026 | 31 |
| 7613 | GIOVINE CAPITAL GROUP LLC | $183M | Q2 2014 | 8/8/2014 | 46 |
| 7614 | Ring Mountain Capital, LLC | $183M | Q1 2026 | 4/30/2026 | 95 |
| 7615 | SUTTON PLACE INVESTORS LLC | $183M | Q1 2026 | 4/22/2026 | 136 |
| 7616 | Quantedge Capital Pte Ltd | $183M | Q1 2026 | 5/12/2026 | 51 |
| 7617 | Claris Financial LLC | $183M | Q1 2026 | 5/18/2026 | 178 |
| 7618 | Ampersand Capital Group, L.P. | $183M | Q1 2026 | 5/15/2026 | 7 |
| 7619 | Insight Inv LLC | $183M | Q1 2026 | 4/27/2026 | 104 |
| 7620 | Passumpsic Savings Bank | $183M | Q4 2025 | 2/5/2026 | 90 |
| 7621 | WESPAC Advisors, LLC | $183M | Q1 2026 | 4/28/2026 | 178 |
| 7622 | Stegner Investment Associates Inc. | $183M | Q1 2026 | 4/30/2026 | 29 |
| 7623 | MWA Asset Management | $183M | Q1 2026 | 5/13/2026 | 126 |
| 7624 | Sage Advisory Services, Ltd.Co. | $183M | Q1 2026 | 5/7/2026 | 42 |
| 7625 | Meriwether Wealth & Planning, LLC | $183M | Q1 2026 | 4/9/2026 | 126 |
| 7626 | Capasso Planning Partners LLC | $183M | Q4 2025 | 2/17/2026 | 76 |
| 7627 | Trivant Custom Portfolio Group, LLC | $182M | Q1 2026 | 5/14/2026 | 82 |
| 7628 | WISCONSIN CAPITAL MANAGEMENT LLC | $182M | Q1 2026 | 5/12/2026 | 51 |
| 7629 | R Squared Ltd | $182M | Q1 2026 | 4/29/2026 | 477 |
| 7630 | Dempze Nancy E | $182M | Q1 2026 | 5/14/2026 | 104 |
| 7631 | Cosner Financial Group, LLC | $182M | Q1 2026 | 5/1/2026 | 34 |
| 7632 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $182M | Q1 2026 | 4/27/2026 | 106 |
| 7633 | Oak Wealth Advisors LLC | $182M | Q1 2026 | 4/21/2026 | 57 |
| 7634 | TILIA FIDUCIARY PARTNERS, INC. | $182M | Q1 2026 | 4/9/2026 | 115 |
| 7635 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $182M | Q1 2026 | 5/12/2026 | 329 |
| 7636 | LAM GROUP, INC. | $182M | Q1 2026 | 4/22/2026 | 136 |
| 7637 | Stevens First Principles Investment Advisors | $182M | Q2 2014 | 8/7/2014 | 222 |
| 7638 | Anderson Financial Strategies, LLC | $182M | Q1 2026 | 5/14/2026 | 32 |
| 7639 | Elefante Mark B | $182M | Q1 2026 | 5/14/2026 | 66 |
| 7640 | Cladis Investment Advisory, LLC | $182M | Q1 2026 | 5/15/2026 | 159 |
| 7641 | HFG Wealth Management, LLC | $182M | Q1 2026 | 4/22/2026 | 50 |
| 7642 | Lancaster Investment Management | $182M | Q1 2026 | 4/20/2026 | 9 |
| 7643 | DELTA CAPITAL MANAGEMENT LLC | $182M | Q1 2026 | 4/29/2026 | 104 |
| 7644 | Silverberg Bernstein Capital Management LLC | $182M | Q1 2026 | 4/16/2026 | 68 |
| 7645 | Successful Portfolios LLC | $181M | Q1 2026 | 4/13/2026 | 188 |
| 7646 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $181M | Q1 2026 | 4/9/2026 | 14 |
| 7647 | VestGen Investment Management | $181M | Q1 2026 | 5/12/2026 | 216 |
| 7648 | Heritage Wealth Management, Inc. /CA/ | $181M | Q1 2026 | 5/11/2026 | 94 |
| 7649 | Abingworth LLP | $181M | Q1 2014 | 5/21/2014 | 13 |
| 7650 | WOLFF WIESE MAGANA LLC | $181M | Q1 2026 | 4/13/2026 | 983 |
| 7651 | RIDGECREST WEALTH PARTNERS, LLC | $181M | Q1 2026 | 4/22/2026 | 96 |
| 7652 | Trust Co of Kansas | $181M | Q1 2026 | 5/6/2026 | 56 |
| 7653 | Invicta Capital Management, LLC | $181M | Q1 2014 | 5/15/2014 | 23 |
| 7654 | American Trust Investment Advisors, LLC | $181M | Q1 2026 | 5/15/2026 | 76 |
| 7655 | Tower Wealth Partners, Inc. | $181M | Q1 2026 | 5/8/2026 | 87 |
| 7656 | Valor Management LLC | $181M | Q1 2026 | 5/13/2026 | 5 |
| 7657 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | $181M | Q1 2026 | 4/23/2026 | 93 |
| 7658 | AF Advisors, Inc. | $181M | Q1 2026 | 5/1/2026 | 26 |
| 7659 | MB Generational Wealth, LLC | $181M | Q1 2026 | 5/4/2026 | 66 |
| 7660 | My Portfolio Guide, LLC | $181M | Q1 2026 | 5/5/2026 | 166 |
| 7661 | Ballast Rock Private Wealth LLC | $181M | Q1 2026 | 4/16/2026 | 177 |
| 7662 | Frazier Financial Advisors, LLC | $181M | Q1 2026 | 5/5/2026 | 836 |
| 7663 | Laurel Grove Capital, LLC | $181M | Q2 2014 | 7/15/2014 | 94 |
| 7664 | Deer VI & Co. LLC | $181M | Q2 2014 | 8/4/2014 | 3 |
| 7665 | Hamrick Investment Counsel, llc | $180M | Q1 2026 | 5/11/2026 | 359 |
| 7666 | Gideon Capital Advisors, Inc. | $180M | Q1 2014 | 5/15/2014 | 196 |
| 7667 | FOUNDERS BANK & TRUST | $180M | Q2 2014 | 7/22/2014 | 361 |
| 7668 | Flowering Tree Investment Management Pte. Ltd. | $180M | Q1 2014 | 5/12/2014 | 7 |
| 7669 | Aurora Investment Counsel | $180M | Q1 2026 | 5/6/2026 | 106 |
| 7670 | Alchemi Wealth, LLC | $180M | Q1 2026 | 5/7/2026 | 155 |
| 7671 | Monument Group Wealth Advisors, LLC | $180M | Q1 2026 | 4/22/2026 | 43 |
| 7672 | Knoll Capital Management, LLC | $180M | Q1 2026 | 5/15/2026 | 37 |
| 7673 | Orbitronix, LP | $180M | Q1 2014 | 5/14/2014 | 92 |
| 7674 | FAIRFIELD, BUSH & CO. | $180M | Q1 2026 | 5/12/2026 | 119 |
| 7675 | Coastwise Capital Group, LLC | $180M | Q1 2026 | 5/7/2026 | 128 |
| 7676 | AMIRAL GESTION | $180M | Q1 2026 | 4/20/2026 | 16 |
| 7677 | Three Cord True Wealth Management, LLC | $180M | Q1 2026 | 4/27/2026 | 39 |
| 7678 | Prospect Capital Advisors, LLC | $180M | Q1 2026 | 5/15/2026 | 28 |
| 7679 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $180M | Q1 2026 | 4/14/2026 | 96 |
| 7680 | VIAWEALTH, LLC | $180M | Q1 2026 | 5/11/2026 | 159 |
| 7681 | Robinson Value Management, Ltd. | $180M | Q1 2026 | 5/5/2026 | 73 |
| 7682 | Financial Designs Corp | $180M | Q1 2026 | 4/16/2026 | 40 |
| 7683 | McBroom & Associates, LLC | $180M | Q1 2026 | 4/22/2026 | 36 |
| 7684 | CONSCIOUS WEALTH INVESTMENTS, LLC | $180M | Q1 2026 | 4/23/2026 | 58 |
| 7685 | Black Maple Capital Management LP | $179M | Q1 2026 | 5/15/2026 | 98 |
| 7686 | Mink Brook Asset Management LLC | $179M | Q1 2026 | 4/1/2026 | 54 |
| 7687 | Willow Street Advisors LLC | $179M | Q4 2013 | 2/14/2014 | 144 |
| 7688 | GERBER, LLC | $179M | Q1 2026 | 4/22/2026 | 88 |
| 7689 | SANTA MONICA PARTNERS LP | $179M | Q1 2026 | 5/14/2026 | 13 |
| 7690 | Pacific Asset Management, LLC | $179M | Q1 2026 | 5/1/2026 | 70 |
| 7691 | Financial Advisory Group | $179M | Q1 2014 | 5/8/2014 | 54 |
| 7692 | EJMK Ventures LLC | $179M | Q1 2026 | 4/24/2026 | 167 |
| 7693 | Semus Wealth Partners LLC | $179M | Q1 2026 | 4/24/2026 | 111 |
| 7694 | David J Yvars Group | $179M | Q1 2026 | 4/8/2026 | 92 |
| 7695 | Waterfall Asset Management, LLC | $179M | Q1 2026 | 5/8/2026 | 20 |
| 7696 | Lake Hills Wealth Management, LLC | $179M | Q1 2026 | 4/10/2026 | 62 |
| 7697 | Swisher Financial Concepts, Inc. | $179M | Q1 2026 | 4/16/2026 | 102 |
| 7698 | BUSH INVESTMENT GROUP, LLC | $179M | Q4 2025 | 3/5/2026 | 38 |
| 7699 | Base Wealth Management LLC | $179M | Q1 2026 | 4/29/2026 | 60 |
| 7700 | COBALT CAPITAL MANAGEMENT, INC. | $179M | Q1 2026 | 5/14/2026 | 24 |
| 7701 | Brookmont Capital Management | $179M | Q1 2026 | 5/15/2026 | 59 |
| 7702 | BFI Infinity Ltd. | $178M | Q1 2026 | 4/13/2026 | 61 |
| 7703 | Presima Securities ULC | $178M | Q1 2026 | 5/14/2026 | 48 |
| 7704 | Pineno Levin & Ford Asset Management, Inc. | $178M | Q2 2014 | 7/29/2014 | 96 |
| 7705 | Counterweight Ventures, LLC | $178M | Q1 2026 | 4/27/2026 | 80 |
| 7706 | Kingsman Wealth Management, Inc. | $178M | Q1 2026 | 4/21/2026 | 70 |
| 7707 | Clay Northam Wealth Management, LLC | $178M | Q1 2026 | 4/28/2026 | 101 |
| 7708 | IvyRock Asset Management (HK) Ltd | $178M | Q1 2026 | 5/6/2026 | 25 |
| 7709 | Ryan Investment Management, Inc. | $178M | Q1 2026 | 4/27/2026 | 20 |
| 7710 | Echo45 Advisors LLC | $178M | Q1 2026 | 4/20/2026 | 76 |
| 7711 | Cromwell Holdings LLC | $178M | Q1 2026 | 4/30/2026 | 1,036 |
| 7712 | BUSH ODONNELL INVESTMENT ADVISORS INC | $178M | Q2 2014 | 8/7/2014 | 48 |
| 7713 | Sphera Management Technology Funds Ltd | $178M | Q1 2026 | 5/15/2026 | 55 |
| 7714 | Wealth Science Advisors LLC | $178M | Q1 2026 | 4/8/2026 | 203 |
| 7715 | North Ridge Wealth Advisors, Inc. | $178M | Q1 2026 | 5/14/2026 | 193 |
| 7716 | Cornerstone Wealth, LLC/TN | $178M | Q1 2026 | 5/19/2026 | 96 |
| 7717 | True Bearing Asset Management LP | $178M | Q1 2014 | 5/16/2014 | 79 |
| 7718 | Ledgewood Wealth Advisors, LLC | $178M | Q1 2026 | 4/13/2026 | 73 |
| 7719 | Ararat Capital Management LP | $178M | Q1 2026 | 5/15/2026 | 15 |
| 7720 | Cranberry Lake Advisors LLC | $177M | Q1 2014 | 5/13/2014 | 12 |
| 7721 | StoryOne LLC | $177M | Q1 2026 | 4/22/2026 | 73 |
| 7722 | Ballew Advisors, Inc | $177M | Q1 2026 | 4/10/2026 | 118 |
| 7723 | Hilton Head Capital Partners, LLC | $177M | Q1 2026 | 4/20/2026 | 989 |
| 7724 | Arlington Capital Management, Inc. | $177M | Q1 2026 | 5/1/2026 | 111 |
| 7725 | Element Squared LLC | $177M | Q1 2026 | 4/23/2026 | 42 |
| 7726 | Wealth Forward, LLC | $177M | Q1 2026 | 5/4/2026 | 43 |
| 7727 | Archon Capital Management LLC | $177M | Q1 2026 | 5/14/2026 | 45 |
| 7728 | TEGEAN CAPITAL MANAGEMENT, LLC | $177M | Q1 2014 | 5/15/2014 | 15 |
| 7729 | Technology Crossover Management VI, L.L.C. | $177M | Q1 2014 | 5/12/2014 | 3 |
| 7730 | CAP Partners, LLC | $177M | Q1 2026 | 4/28/2026 | 146 |
| 7731 | Alden Global Capital LLC | $177M | Q1 2026 | 5/15/2026 | 14 |
| 7732 | USCF Advisers LLC | $177M | Q1 2026 | 5/6/2026 | 1 |
| 7733 | Andera Partners | $177M | Q1 2026 | 5/11/2026 | 7 |
| 7734 | Cetera Trust Company, N.A | $177M | Q1 2026 | 5/8/2026 | 351 |
| 7735 | SECURED RETIREMENT ADVISORS, LLC | $177M | Q1 2026 | 4/24/2026 | 130 |
| 7736 | Lexington Hill Partners, LLC | $177M | Q1 2026 | 4/16/2026 | 78 |
| 7737 | PARAGON FINANCIAL PARTNERS, INC. | $177M | Q1 2026 | 4/17/2026 | 77 |
| 7738 | XXI WEALTH, LLC | $177M | Q1 2026 | 5/7/2026 | 209 |
| 7739 | Harvest Investment Advisors, LLC | $176M | Q4 2025 | 2/17/2026 | 57 |
| 7740 | St. Louis Financial Planners Asset Management, LLC | $176M | Q1 2026 | 4/7/2026 | 33 |
| 7741 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $176M | Q1 2026 | 5/13/2026 | 81 |
| 7742 | RPS ADVISORY SOLUTIONS LLC | $176M | Q1 2026 | 5/4/2026 | 108 |
| 7743 | Steadtrust LLC | $176M | Q1 2026 | 4/15/2026 | 123 |
| 7744 | Cornerstone Wealth Partners, LLC | $176M | Q1 2026 | 5/12/2026 | 19 |
| 7745 | Beacon Financial Strategies CORP | $176M | Q1 2026 | 4/8/2026 | 177 |
| 7746 | NVP Associates, LLC | $176M | Q1 2026 | 5/15/2026 | 5 |
| 7747 | ATMOS ADVISORY, LLC | $176M | Q1 2026 | 4/6/2026 | 20 |
| 7748 | Farrow Financial, Inc. | $176M | Q1 2026 | 5/1/2026 | 53 |
| 7749 | Union Square Park Capital Management, LLC | $176M | Q1 2026 | 5/15/2026 | 58 |
| 7750 | 4J Wealth Management LLC | $176M | Q1 2026 | 5/5/2026 | 101 |
| 7751 | Align Financial, LLC | $176M | Q1 2026 | 5/8/2026 | 373 |
| 7752 | Draper Asset Management, LLC | $176M | Q1 2026 | 4/21/2026 | 24 |
| 7753 | Lifetime Wealth Management P.C. | $176M | Q1 2026 | 5/15/2026 | 86 |
| 7754 | Taylor Frigon Capital Management LLC | $176M | Q1 2026 | 4/29/2026 | 93 |
| 7755 | Nolet Wealth Management, LLC | $176M | Q1 2026 | 5/5/2026 | 92 |
| 7756 | BOYAR ASSET MANAGEMENT INC. | $176M | Q1 2026 | 5/8/2026 | 78 |
| 7757 | Birchview Capital, LP | $176M | Q1 2026 | 5/15/2026 | 73 |
| 7758 | RESOLUTE WEALTH ADVISOR, INC. | $176M | Q1 2026 | 5/11/2026 | 78 |
| 7759 | Tevis Investment Management | $176M | Q1 2026 | 5/1/2026 | 99 |
| 7760 | FLYWHEEL PRIVATE WEALTH LLC | $176M | Q1 2026 | 4/16/2026 | 104 |
| 7761 | Confluence Wealth Management LLC | $175M | Q2 2014 | 8/6/2014 | 131 |
| 7762 | InTrack Investment Management Inc | $175M | Q1 2026 | 4/6/2026 | 108 |
| 7763 | Providence Financial Advisors, LLC | $175M | Q1 2026 | 5/12/2026 | 59 |
| 7764 | Sterling Wealth Advisors Inc | $175M | Q1 2026 | 4/22/2026 | 20 |
| 7765 | DG CAPITAL MANAGEMENT INC | $175M | Q2 2014 | 8/8/2014 | 63 |
| 7766 | Taylor & Morgan Wealth Management, LLC | $175M | Q1 2026 | 4/9/2026 | 79 |
| 7767 | Oceanside Advisors LLC | $175M | Q1 2026 | 4/28/2026 | 53 |
| 7768 | Humankind Investments LLC | $175M | Q1 2026 | 5/15/2026 | 20 |
| 7769 | Momentous Wealth Management, Inc. | $175M | Q1 2026 | 5/11/2026 | 41 |
| 7770 | BAIN CAPITAL VENTURE INVESTORS, LLC | $175M | Q1 2026 | 5/15/2026 | 4 |
| 7771 | Braeburn Wealth Management LLC | $175M | Q1 2026 | 4/17/2026 | 85 |
| 7772 | William Mack & Associates, Inc. | $175M | Q1 2026 | 4/14/2026 | 73 |
| 7773 | LOWERY THOMAS, LLC | $175M | Q1 2026 | 5/13/2026 | 55 |
| 7774 | CenturyLink Investment Management Co | $175M | Q1 2026 | 4/7/2026 | 3 |
| 7775 | Aegis Wealth Management LLC | $175M | Q1 2026 | 4/22/2026 | 118 |
| 7776 | Converium Capital Inc. | $175M | Q1 2026 | 5/22/2026 | 36 |
| 7777 | Basepoint Wealth LLC | $175M | Q1 2026 | 5/7/2026 | 643 |
| 7778 | LifeGoal Investments, LLC | $175M | Q1 2026 | 4/14/2026 | 112 |
| 7779 | Delos Wealth Advisors, LLC | $175M | Q1 2026 | 5/14/2026 | 260 |
| 7780 | Sunbeam Capital Management, LLC | $175M | Q1 2026 | 4/16/2026 | 112 |
| 7781 | SCRATCH CAPITAL LLC | $175M | Q1 2026 | 5/11/2026 | 45 |
| 7782 | GS Investments, Inc. | $175M | Q1 2026 | 5/6/2026 | 134 |
| 7783 | Riverbend Wealth Management, LLC | $175M | Q1 2026 | 4/22/2026 | 152 |
| 7784 | Arbiter Partners Capital Management LLC | $175M | Q1 2026 | 5/12/2026 | 45 |
| 7785 | POPE ASSET MANAGEMENT, LLC | $174M | Q1 2014 | 5/9/2014 | 24 |
| 7786 | Granby Capital Management, LLC | $174M | Q1 2026 | 5/14/2026 | 14 |
| 7787 | Kaufman Rossin Wealth, LLC | $174M | Q1 2026 | 4/17/2026 | 98 |
| 7788 | Mudrick Capital Management, L.P. | $174M | Q1 2026 | 5/15/2026 | 3 |
| 7789 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $174M | Q1 2026 | 4/23/2026 | 32 |
| 7790 | American Airlines Group Inc. | $174M | Q1 2026 | 5/15/2026 | 1 |
| 7791 | CNO Financial Group, Inc. | $174M | Q1 2026 | 5/13/2026 | 8 |
| 7792 | ADVANCED MICRO DEVICES INC | $174M | Q1 2026 | 5/12/2026 | 4 |
| 7793 | Councilmark Asset Management, LLC | $174M | Q1 2026 | 5/12/2026 | 85 |
| 7794 | Coordinated Financial Services, Inc. | $174M | Q1 2026 | 5/1/2026 | 176 |
| 7795 | McCutchen Group LLC | $174M | Q1 2014 | 5/15/2014 | 15 |
| 7796 | MELFA WEALTH MANAGEMENT, INC. | $174M | Q1 2026 | 4/10/2026 | 195 |
| 7797 | EHRLICH FINANCIAL GROUP | $174M | Q1 2026 | 4/8/2026 | 112 |
| 7798 | Guardian Wealth Advisors, LLC | $174M | Q1 2026 | 5/1/2026 | 64 |
| 7799 | Solas Capital Management, LLC | $174M | Q1 2026 | 5/15/2026 | 22 |
| 7800 | Breakout Capital Partners, LP | $174M | Q1 2026 | 5/15/2026 | 8 |